Membership OLD

I Love SMSF has developed three core membership options for every kind of finance professional. Each one builds on the previous offering and is highly focused for a specific demand or thirst for knowledge.

Scholars

An SMSF scholar is a Trustee or Financial Services Professional seeking continuous SMSF and Family SMSF knowledge, education, training and CPD.

In addition to technical newsletters, resources and video content, you’ll get access to a brand new webinar every month hosted by Grant Abbott. Our webinars focus on a new SMSF and Family SMSF topic, pulling apart hot topics and building strategies from a topical case study. Through our up-to-date resources, you’ll be equipped to apply these strategies in personal SMSFs and for a range of client SMSFs. One CPD point from the relevant SMSF, financial planning and accounting associations will be offered with a completion certificate for attendees on the live webinar. It’s expected that more than 20 CPD points will be available for Scholars completing all technical webinars.

Scholars will receive access to a library of technical papers and a digital copy of the regularly updated Gurus Guide to SMSFs. In addition, Scholars will receive a 15% discount on other I Love SMSF products and services including face-to-face SMSF Strategy breakfasts, Family SMSF Adviser training, estate planning offerings with TGA Legal and the soon-to-be-released Family SMSF document suite.

Strategists

An SMSF Strategist is:

A financial services professional that has at least 10% or more of their fee-for-service revenue coming from SMSF Trustees. This is generally by way of strategic advice, investment or insurance advice including property acquisition; or

A professional who is seeking to build up their SMSF client portfolio through confident, learned strategy skills.

Apart from the important components of the Scholar package, Strategists will be trained on Family SMSFs by Grant Abbott and are invited to monthly open Q&A sessions where Grant will answer your strategy questions.

Strategists get access to their own dedicated forum where Grant and the team from TGA Legal will be providing technical and strategy support to questions and cases posed by Strategist members. So that you can share the knowledge, the CPD portion of the Strategist package will be provided for two additional members of your firm.

Strategists will also receive a 25% discount on other I Love SMSF products and services including face-to-face SMSF Strategy breakfasts, Family SMSF Adviser training, estate planning offerings with TGA Legal and the soon-to-be-launched Family SMSF document suite.

Family SMSF Advisers (FSA)

The FSA program is by application only. This is a hands-on business offering from I Love SMSF and Grant Abbot, with extensive technical, client education, marketing, branding and sales support built into the programs.

This program is ideal for those at the leading edge of the SMSF industry and as such, businesses must meet a certain criteria.

In addition, FSA firms and advisers will be advertised as suppliers of Family SMSF specialist advice. We take great care in ensuring FSAs meet our high standards and are able to achieve financial and business goals. For more on the FSA program please contact us at phil@ilovesmsf.com